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  Name: Condire Management LP
  City: DALLAS
  State: TX
  Zip: 75201
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $740,547,000
  Total Value Change : $88,507,000
  Securities Held Change : 1
   
All Securities Held : 19
  New Positions : 3
  Closed Positions : 2
  Increased Positions : 6
  Unchanged Positions : 9
  Decreased Positions : 1

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Holdings Found : 9     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (OAS)1 Year Chart         OAS Oasis Petroleum Inc. 3 - $180.59 $97,626,000 547,721 13.18% 6,578,000 0 0.171    Oil & Gas Drilling & ...
   (GATO)1 Year Chart         GATO Sunshine Silver Mining & Re... 4 - $0.00 $48,243,000 5,750,000 6.51% 10,638,000 0 9.716    N/A
   (HMY)1 Year Chart         HMY Harmony Gold Mining Co. (ADR) 6 - $9.76 $41,667,000 5,100,000 5.63% 10,302,000 0 0.845    Gold
   (ARCH)1 Year Chart         ARCH Arch Resources 8 - $28.45 $33,218,000 206,591 4.49% -1,064,000 0 1.13    Industrial Metals & M...
   (AEM)1 Year Chart         AEM Agnico Eagle Mines Ltd (USA) 9 - $70.11 $31,698,000 531,405 4.28% 2,550,000 0 0.117    Gold
   (RYAM)1 Year Chart         RYAM Rayonier Advanced Materials... 10 - $4.92 $30,382,000 6,356,130 4.1% 4,640,000 0 10.035    N/A
   (TDW)1 Year Chart         TDW Tidewater Inc 13 - $105.50 $26,303,000 285,900 3.55% 5,687,000 0 0.547    Water Transportation
   (SBSW)1 Year Chart         SBSW Sibanye Stillwater Limited 15 - $5.69 $17,854,000 3,790,555 2.41% -2,729,000 0 0.518    Gold
   (CDLR)1 Year Chart         CDLR Cadeler A/S 17 - $19.70 $11,327,000 624,400 1.53% -162,000 0 0.718    N/A

      9 Records Found
  1    
Page 1 of 1
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